Managing Associate Shawna Theriault, CFP®, C.P.A., joins hosts Bil Lako, CFP® and Troy Harmon, CVA, CFA, in a discussion on how business valuations are often needed during a divorce to ensure the division of a jointly owned business is equitable when it comes to future cash flow. Troy explains how cash flow is determined by the cost of capital.
Ever hear “Too much of a good thing?” It’s true for a lot of things, including company stock you own. We explain in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how private family foundations create a giving legacy for wealthy families.
Bil Lako, CFP®, and Troy Harmon , CFA, CVA, are joined by Managing Associate Shawna Theriault, CFP®, C.P.A., who shares information on how private family foundations can fulfill a family’s philanthropic legacy desire.
Henssler Research Analyst, Nick Antonucci, CVA, explains what bonds are, how they pay interest and why an investor may want to buy one.
Managing Associate K.C. Smith, CFP®, and Senior Associate, Jarrett McKenzie, CFP®, CWS®, are joined by anchor host Troy Harmon, CFA, CVA, to discuss mid-year financial reviews, and how investors can benefit from a financial checkup this summer.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains dollar cost averaging money into a bull market.
Managing Associate Shawna Theriault, CFP®, C.P.A., and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Director of Investments Troy Harmon, CFA, CVA, to discuss the financial concerns of a couple who are anxious about dollar cost averaging into the market while the market is at all-time highs.
Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Troy Harmon, CFA, CVA, discuss owning company stock in your qualified retirement plan and how net unrealized appreciation rules can provide a significant tax savings.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains alternative investments average investors may consider.
